As social sector Leaders we need to understand the challenges of preserving our capital while financing our mission’s activities, which can be a daunting task during times of market volatility, especially with the current risk of recession and rising inflation.

As Leaders we should be asking ourselves:

How well do I understand my organisations investment portfolio? How well do I understand the risks? And the level of reserves needed in a volatile market?

Kej Somaia, understands the challenges we face and can help answer these questions in our September Keynote Event Beyond the market noise: understanding investment risks for NFPs.

The session will cover an approach to investment that touches on:

Governance & philosophy
Understanding capital markets
Whether to be strategic or dynamic with your asset allocation
How to construct a balanced portfolio
Investment risk: how to measure and manage it
Responsible investment

Join us for this one hour session to better understand the risks and rewards of your investment portfolio, and manage your funds in a sustainable, future-focused way.

About Our Speaker:

Kej Somaia | Co-Head of Multi-Asset Solutions

Kej has more than 15 years of investment experience and is responsible for the development and management of multi-asset portfolio construction as well as tailored investment solutions at First Sentier Investors. Previous roles in the company include working within the Multi-Sector Funds team as a Portfolio Manager where he was responsible for the management of the asset allocation and inter-funding processes and prior to this, as an analyst within the Investment Compliance team. Kej has also worked as a Performance Analyst for both Commonwealth Bank and JPMorgan. Kej holds a Bachelor of Business (Banking & Finance) from Queensland University of Technology and also a Graduate Diploma in Applied Finance from FINSIA. Kej is also a graduate of the Australian Institute of Company Directors GAICD.

EVENT DETAILS:

Date: Thursday 1st September 2022
Time: 11:30am - 12:30pm
Location: Christies Spaces - 100 Walker St. North Sydney

PRICE:

FREE for NPA members (NPA Leadership HUB; Coaching; Associate Members only)
$49 for Guests/ Non-members
REGISTER/ purchase your tickets here. We look forward to you joining us.

EVENT DETAILS:

OR BECOME AN NPA ASSOCIATE MEMBER - 12MTHS OF KEYNOTES ONLY $155

NONPROFIT ALLIANCE LEADERSHIP PROGRAMS

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Contact the host of NPA Keynote Series - Sept 2022 - Beyond the market noise: understanding investment risks for NFPs